DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Belpointe Asset Management LLC

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Clifton Anthony RossGuardian Wealth Strategies, LLC independent RIABelpointe Asset Management LLC independent RIARIA to RIAMay 3, 2019May 9, 2019
Eric Lee LeibowitzCambridge Investment Research Advisors, Inc. BD affiliatedBelpointe Asset Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 23, 2019Apr 16, 2019
James Joseph Di GesuWealth Health, LLC independent RIABelpointe Asset Management LLC independent RIARIA to RIAMar 25, 2019Mar 27, 2024 (1829 d)
Thomas Joseph CaseyDean, Casey Financial Management, LLC unclassifiedBelpointe Asset Management LLC independent RIAOtherDec 31, 2018Dec 21, 2018
Patrick Kenneth BurdickSignalwise LLC unclassifiedBelpointe Asset Management LLC otherOtherDec 19, 2018Feb 17, 2016
Garrett John DevineKestra Advisory Services, LLC BD affiliatedBelpointe Asset Management LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 11, 2018Dec 13, 2018
Michael John ReiselWaddell & Reed BD affiliatedBelpointe Asset Management LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 10, 2018Jan 11, 2019 (32 d)
Richard Sherman RogersWells Fargo Advisors wirehouseBelpointe Asset Management LLC independent RIAWirehouse to independent RIANov 14, 2018Dec 3, 2018
John Thomas DwyerFairway Financial LLC unclassifiedBelpointe Asset Management LLC independent RIAOtherSep 12, 2018Sep 5, 2018
Jarrett G MeadorsMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBelpointe Asset Management LLC independent RIAWirehouse to independent RIAAug 31, 2018Aug 30, 2018
Paul Edward LewisTriad Advisors, LLC BD affiliatedBelpointe Asset Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 22, 2018Aug 22, 2018
Nathan Caleb LewisTriad Advisors, LLC BD affiliatedBelpointe Asset Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 22, 2018Aug 27, 2018
Lawrence Ardley HartWilliams Financial, LLC independent RIABelpointe Asset Management LLC independent RIARIA to RIAJul 5, 2018Jul 2, 2018
Robert Grady ThompsonWilliams Financial, LLC independent RIABelpointe Asset Management LLC independent RIARIA to RIAJul 5, 2018Feb 2, 2026 (2769 d)
Joseph Edward WardIntegrity Alliance, LLC independent RIABelpointe Asset Management LLC independent RIARIA to RIAMay 29, 2018Jun 12, 2018
George Benjamin Joseph ScottSagepoint Financial, Inc. BD affiliatedBelpointe Asset Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 17, 2018May 16, 2018
Cassie Seungrim KangCambridge Investment Research Advisors, Inc. otherBelpointe Asset Management LLC independent RIAOtherDec 18, 2017Jul 23, 2018 (217 d)
John Ronald MasciandaroLPL Financial LLC independent RIABelpointe Asset Management LLC independent RIARIA to RIADec 13, 2017Jun 2, 2021 (1267 d)
Marian Bliss WhiteNational Planning Corporation ("Npc Of America" In Fl & Ny) otherBelpointe Asset Management LLC independent RIAOtherOct 11, 2017Jul 8, 2021 (1366 d)
Daniel Robert AngeloneAmeriprise Financial Services, LLC national BDBelpointe Asset Management LLC otherOtherSep 26, 2017Sep 27, 2017
Rodney Scott PalmerIndependent Financial Group, LLC otherBelpointe Asset Management LLC otherOtherSep 18, 2017Aug 11, 2017
Taylor Angel CannWaddell & Reed otherBelpointe Asset Management LLC otherOtherSep 14, 2017Sep 7, 2017
Margaret Mary KoosaWaddell & Reed otherBelpointe Asset Management LLC otherOtherSep 8, 2017Sep 7, 2017
Kenneth Dean QuiatForesters Equity Services, Inc. otherBelpointe Asset Management LLC otherOtherAug 29, 2017Sep 6, 2017
David E KranzMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBelpointe Asset Management LLC otherOtherAug 25, 2017Sep 7, 2017
Derek A MiserDauble+Worthington Equity Portfolios state registeredBelpointe Asset Management LLC otherOtherAug 23, 2017Sep 7, 2017
Ryan Anthony RoweR&R Stewardship Partners, LLC unclassifiedBelpointe Asset Management LLC otherOtherJul 31, 2017Aug 3, 2017
Sean Patrick HollyAmeriprise Financial Services, LLC national BDBelpointe Asset Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 28, 2017Nov 29, 2022 (1980 d)
Carshon Renee RodgersLPL Financial LLC otherBelpointe Asset Management LLC otherOtherJun 8, 2017Jun 14, 2017
Gary Gene WardNorthwest Wealth Management, LLC unclassifiedBelpointe Asset Management LLC otherOtherJun 6, 2017Jun 8, 2017
David Charles NelsonTuttle Capital Management, LLC otherBelpointe Asset Management LLC independent RIAOtherMay 12, 2017Jun 1, 2026 (3307 d)
Mark Alan BoroughColumbia Advisory Partners, LLC independent RIABelpointe Asset Management LLC otherOtherApr 19, 2017Apr 21, 2017
Donald Mark JumpTuttle Wealth Management, LLC otherBelpointe Asset Management LLC otherOtherApr 13, 2017Apr 14, 2017
Terry Marvin RabeTuttle Wealth Management, LLC otherBelpointe Asset Management LLC otherOtherApr 13, 2017Apr 13, 2017
Patrick TraverseMoney Concepts Advisory Service otherBelpointe Asset Management LLC otherOtherMar 23, 2017Mar 27, 2017
Clement Curtis BrandenburgTuttle Wealth Management, LLC otherBelpointe Asset Management LLC otherOtherMar 22, 2017Dec 23, 2016
William H AndersonThe Patriot Financial Group, LLC otherBelpointe Asset Management LLC otherOtherJan 30, 2017Jan 31, 2017
Paul Peter SalamonThe Patriot Financial Group, LLC otherBelpointe Asset Management LLC otherOtherJan 4, 2017Jan 5, 2017
Joseph F SchreckBard Financial Services, Inc. otherBelpointe Asset Management LLC otherOtherDec 31, 2016Jan 3, 2017
Adam Jose SaldanaIntervest International, Inc. otherBelpointe Asset Management LLC otherOtherDec 9, 2016Dec 13, 2016
Kristen N HiltyCrown Capital Securities, L.P. otherBelpointe Asset Management LLC otherOtherNov 23, 2016Nov 21, 2016
Denise Greene FrenchVoya Financial Advisors, Inc. otherBelpointe Asset Management LLC otherOtherNov 17, 2016Nov 23, 2016
Chris Chetwode BelchamberHayden Royal otherBelpointe Asset Management LLC otherOtherOct 27, 2016Oct 28, 2016
Thomas Henry CraftBartley Financial Advisors, LLC independent RIABelpointe Asset Management LLC otherOtherSep 20, 2016Sep 1, 2016
Ross S RubinWealth Advisory Group, Inc. otherBelpointe Asset Management LLC otherOtherJun 22, 2016May 27, 2016
Richard Kenneth RoscelliB. Riley Wealth Advisors, Inc. otherBelpointe Asset Management LLC otherOtherJun 8, 2016Jan 26, 2017 (232 d)
Stephen John CarusoAmeriprise Financial Services, LLC national BDBelpointe Asset Management LLC otherOtherJun 6, 2016Jun 21, 2016
Michael Ronald HindmanChitwood-Lindberg Wealth Management otherBelpointe Asset Management LLC otherOtherMay 9, 2016May 19, 2016
Hugh J HalseyBroadpoint Financial, LLC unclassifiedBelpointe Asset Management LLC otherOtherApr 29, 2016Aug 26, 2016 (119 d)
Steven Lester SchippelSteven L. Schippel Consulting, LLC unclassifiedBelpointe Asset Management LLC otherOtherApr 4, 2016May 5, 2016 (31 d)
Henry HowardTuttle Capital Management, LLC otherBelpointe Asset Management LLC otherOtherMar 30, 2016Sep 29, 2017 (548 d)
Andrew Jeff LiebaertTuttle Capital Management, LLC otherBelpointe Asset Management LLC otherOtherMar 30, 2016Dec 3, 2015
Giovanni TodescoTcfg Investment Advisors, LLC otherBelpointe Asset Management LLC independent RIAOtherMar 21, 2016Nov 8, 2022 (2423 d)
Carol Jeanette PipitoneTcfg Investment Advisors, LLC otherBelpointe Asset Management LLC otherOtherMar 9, 2016Apr 19, 2016 (41 d)
Mitchell Neil WeimanSumner Financial Advisors Inc otherBelpointe Asset Management LLC independent RIAOtherDec 31, 2015May 17, 2019 (1233 d)
John Godfrey LauroeschSumner Financial Advisors Inc otherBelpointe Asset Management LLC independent RIAOtherDec 31, 2015May 18, 2018 (869 d)
Daniel Robert MorrisWells Fargo Advisors wirehouseBelpointe Asset Management LLC otherOtherNov 12, 2015Dec 24, 2015 (42 d)
Matthew Benjamin TuttleS&G Wealth Management, LLC unclassifiedBelpointe Asset Management LLC otherOtherNov 2, 2015Feb 26, 2015
Lisa Semmes ElkinsS&G Wealth Management, LLC unclassifiedBelpointe Asset Management LLC independent RIAOtherNov 2, 2015May 15, 2024 (3117 d)
Thomas M FormhalsTuttle Capital Management, LLC otherBelpointe Asset Management LLC otherOtherAug 3, 2015Aug 11, 2017 (739 d)
Page 3 of 4PreviousNext
192 moves match.